TISA - Tax Incentivised Savings Association - Whats New

What's New

TISA Technical Bulletins - members please see here

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Other publications:
Stocks & Shares to cash ISA Transfer Guidelines
Model Transfer Authority Form


APS allowance application and transfer process guidelines

CTF to JISA transfer guidleines

Consultation responses:
Please see here

Slides from events - please see here

TISA Events/Training

Additional Permitted Subscriptions
11 January - London (FULL)
18 January - Edinburgh

Innovative ISA Key Facts
16 January - London (FULL)

Product Management & Governance
31 January - London

Cyber Security
31 January - London

GDPR & PSD2 Data Security
7 February - London

Powers of Attorney Key Facts
7 February - Edinburgh

ISA transfers
13 February - Edinburgh

ISA qualifying investments
15 February - Edinburgh

TISA Press Releases
'Pat Shea joins TISA Board'
'TISA response to auto enrolment review'
'TISA launches MiFID II Costs & Charges implementation guide'

Please see here    


ISA TRANSFERS DATABASES  Passwords, usernames and company codes changed 29/9/17, details circulated 25/9 at 12.10pm.

In line with HMRC ISA Bulletin 3 and TISA bulletin 541 ISA managers please email contact details to isatransfers@tisa.uk.com if you haven't already done so, along with a postal address for transfer requests to be sent to.

An email alert advising of changes made to the databases is available to subscribe to on request.  Please email above address if you would like your details/colleagues adding.

From 22/10/12 the databases also contain SUN details for those providers participating in the BACS electronic ISA transfers initiative.  An email alert advising of changes made to the databases in respect of this is also available to subscribe to on request.